Jcp Investment Management, Llc - Net Worth and Insider Trading
Jcp Investment Management, Llc Net Worth
The estimated net worth of Jcp Investment Management, Llc is at least $30 Million dollars as of 2024-12-27. Jcp Investment Management, Llc is the of Westwood Holdings Group Inc and owns about 836,416 shares of Westwood Holdings Group Inc (WHG) stock worth over $12 Million. Jcp Investment Management, Llc is the 10% Owner of Red Robin Gourmet Burgers Inc and owns about 1,860,668 shares of Red Robin Gourmet Burgers Inc (RRGB) stock worth over $10 Million. Jcp Investment Management, Llc is also the 10% Owner of Innovative Food Holdings Inc and owns about 4,350,440 shares of Innovative Food Holdings Inc (IVFH) stock worth over $7 Million. Besides these, Jcp Investment Management, Llc also holds BAB Inc (BABB) . Details can be seen in Jcp Investment Management, Llc's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Jcp Investment Management, Llc has not made any transactions after 2024-12-03 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jcp Investment Management, Llc
Jcp Investment Management, Llc Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jcp Investment Management, Llc owns 6 companies in total, including Innovative Food Holdings Inc (IVFH) , US Geothermal Inc (HTM) , and BAB Inc (BABB) among others .
Click here to see the complete history of Jcp Investment Management, Llc’s form 4 insider trades.
Insider Ownership Summary of Jcp Investment Management, Llc
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| IVFH | Innovative Food Holdings Inc | 2019-09-06 | 10 percent owner |
| HTM | US Geothermal Inc | 2016-07-14 | 10 percent owner |
| BABB | BAB Inc | 2014-07-28 | 10 percent owner |
 | | 2022-06-09 | 10 percent owner |
| | 2022-05-16 | 10 percent owner |
| | 2022-10-03 | other: See Footnote 1 |
Jcp Investment Management, Llc Latest Holdings Summary
Jcp Investment Management, Llc currently owns a total of 4 stocks. Among these stocks, Jcp Investment Management, Llc owns 836,416 shares of Westwood Holdings Group Inc (WHG) as of June 9, 2022, with a value of $12 Million and a weighting of 40.05%. Jcp Investment Management, Llc owns 1,860,668 shares of Red Robin Gourmet Burgers Inc (RRGB) as of December 3, 2024, with a value of $10 Million and a weighting of 32.98%. Jcp Investment Management, Llc also owns 4,350,440 shares of Innovative Food Holdings Inc (IVFH) as of September 6, 2019, with a value of $7 Million and a weighting of 24.93%. The other 1 stocks BAB Inc (BABB) have a combined weighting of 2.04% among all his current holdings.
Latest Holdings of Jcp Investment Management, Llc
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WHG | Westwood Holdings Group Inc | 2022-06-09 | 836,416 | 14.29 | 11,952,385 |
| RRGB | Red Robin Gourmet Burgers Inc | 2024-12-03 | 1,860,668 | 5.29 | 9,842,934 |
| IVFH | Innovative Food Holdings Inc | 2019-09-06 | 4,350,440 | 1.71 | 7,439,252 |
| BABB | BAB Inc | 2014-07-28 | 723,177 | 0.84 | 607,469 |
Holding Weightings of Jcp Investment Management, Llc
Jcp Investment Management, Llc Form 4 Trading Tracker
According to the SEC Form 4 filings, Jcp Investment Management, Llc has made a total of 1 transactions in Westwood Holdings Group Inc (WHG) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Westwood Holdings Group Inc is the sale of 24,000 shares on June 9, 2022, which brought Jcp Investment Management, Llc around $376,560.
According to the SEC Form 4 filings, Jcp Investment Management, Llc has made a total of 3 transactions in Red Robin Gourmet Burgers Inc (RRGB) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Red Robin Gourmet Burgers Inc is the acquisition of 800,455 shares on December 3, 2024, which cost Jcp Investment Management, Llc around $4 Million.
According to the SEC Form 4 filings, Jcp Investment Management, Llc has made a total of 0 transactions in Innovative Food Holdings Inc (IVFH) over the past 5 years. The most-recent trade in Innovative Food Holdings Inc is the acquisition of 82,407 shares on September 6, 2019, which cost Jcp Investment Management, Llc around $42,852.
More details on Jcp Investment Management, Llc's insider transactions can be found in the Insider Trading History of Jcp Investment Management, Llc table.Insider Trading History of Jcp Investment Management, Llc
- 1
Jcp Investment Management, Llc Trading Performance
GuruFocus tracks the stock performance after each of Jcp Investment Management, Llc's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jcp Investment Management, Llc is -1.44%. GuruFocus also compares Jcp Investment Management, Llc's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jcp Investment Management, Llc within 3 months outperforms 5 times out of 13 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jcp Investment Management, Llc's insider trading performs compared to the benchmark.
Performance of Jcp Investment Management, Llc
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.09 | | | | | |
| Relative Return to S&P 500(%) | 2.57 | | | | | |
Jcp Investment Management, Llc Ownership Network
Jcp Investment Management, Llc Owned Company Details
What does Innovative Food Holdings Inc do?
Who are the key executives at Innovative Food Holdings Inc?
Jcp Investment Management, Llc is the 10 percent owner of Innovative Food Holdings Inc. Other key executives at Innovative Food Holdings Inc include 10 percent owner James C Pappas , director & CEO Samuel Klepfish , and director & Chief Executive Officer Robert William Bennett .
Innovative Food Holdings Inc (IVFH) Insider Trades Summary
Over the past 18 months, Jcp Investment Management, Llc made no insider transaction in Innovative Food Holdings Inc (IVFH). Other recent insider transactions involving Innovative Food Holdings Inc (IVFH) include a net sale of 1,798,570 shares made by Samuel Klepfish , a net purchase of 2,708,349 shares made by Jefferson Gramm , and a net sale of 434,349 shares made by Robert William Bennett .
In summary, during the past 3 months, insiders sold 133,570 shares of Innovative Food Holdings Inc (IVFH) in total and bought 1,437,500 shares, with a net purchase of 1,303,930 shares. During the past 18 months, 3,913,263 shares of Innovative Food Holdings Inc (IVFH) were sold and 4,572,149 shares were bought by its insiders, resulting in a net purchase of 658,886 shares.
Innovative Food Holdings Inc (IVFH)'s detailed insider trading history can be found in Insider Trading Tracker table.
Innovative Food Holdings Inc Insider Transactions
Jcp Investment Management, Llc Mailing Address
Above is the net worth, insider trading, and ownership report for Jcp Investment Management, Llc. You might contact Jcp Investment Management, Llc via mailing address: 1177 West Loop South, Suite 1320, Houston Tx 77027.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
